Oak Harbor Wealth Partners
TLH icon

Oak Harbor Wealth Partners’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Oak Harbor Wealth Partners’s Portfolio TLH Stock Details TLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.61K Hold
50
– – ﹤0.01% 215
2026
Q2 		$5.02K Hold
50
– – ﹤0.01% 210
2026
Q1 		$5.04K Hold
50
– – ﹤0.01% 262
2025
Q4 		$5.08K Buy
+50
New +$5.16K ﹤0.01% 265

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Truist Financial
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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Peavine Capital
Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Oak Harbor Wealth Partners's TLH Position: Q3 2026 in Review

Oak Harbor Wealth Partners held its iShares 10-20 Year Treasury Bond ETF (TLH) position steady in Q3 2026 at 50 shares worth $4.61K. The position accounts for ﹤0.01% of the portfolio, ranked #215.

Oak Harbor Wealth Partners first reported a position in TLH in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.08K in Q4 2025. 354 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

  • Oak Harbor Wealth Partners held 50 shares of iShares 10-20 Year Treasury Bond ETF worth $4.61K as of Q3 2026.
  • Oak Harbor Wealth Partners left its iShares 10-20 Year Treasury Bond ETF share count unchanged in Q3 2026.
  • iShares 10-20 Year Treasury Bond ETF made up ﹤0.01% of Oak Harbor Wealth Partners's portfolio in Q3 2026, its #215 holding.
  • Oak Harbor Wealth Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Oak Harbor Wealth Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $5.08K in Q4 2025.
  • 354 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q3 2026, filed 30 Oct 2026.